Anatomy of a Record
Every record within 1Stop adheres to a standardized structure, ensuring a consistent user experience, irrespective of the module you're working with. Below, we provide an example of a Contact Record, which serves as a representative model for all records in the system. Each numbered section corresponds to a crucial element, accompanied by detailed definitions for better understanding.
Anatomy of Record
1. Blueprint - The focal point of the record. The blue Transition buttons trigger pop-up boxes, prompting users to complete required fields. After saving, 1Stop will auto-advance users to the next appropriate State. Generally, the Blueprint is the core element that users engage with on a daily basis.
2. Sections and Fields - All of the information related to the record is captured here. As users complete required fields as part of the Blueprint process, the fields are populated here. Many fields in this section are also auto-completed for tracking reporting purposes. Typically, users need not manually input data in this section, as it is seamlessly completed as part of the Blueprint process.
3. Related Lists - Instead of manually scrolling, Related Lists allow you to quickly jump to any items within the Record. For example, on the Contact record example above, you can quickly navigate to Notes, Meetings, Quotes, Sales or any other record associated with the Contact. Furthermore, Related Lists show when new records are added to help you stay on top of new activity.
4. Timeline - View the full history of all activities related to the Record, including the users who completed the activities.
5. Send Email - Manually compose and send an email to the Contact listed in the record. Once sent, you can conveniently access and review the sent email from the "Email" section within the Related List.
6. Edit Record - While many fields are accessible and editable in the main view, entering edit mode provides you with additional, advanced editing capabilities.
7. Custom Buttons - Pull-down options that allow you to take specific actions based on the kind of record you are on. In this case, the button enables users to effortlessly auto-add a new record for a Contact with a different property address.
8. More Options - Allows you to perform more actions from the Record. For instance, you can clone a record, among other actions, using this menu.
9. Tags - If there are any associated tags related to the record, they will appear in this section. In the example provided, the tag signifies that this record is classified as a "New Lead."
10. Configured Actions - Allows you to see the next State the record will move to after completing any of the blue Transition buttons in the Blueprint.
11. Sticky Notes - Quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in 1Stop.
12. Activity Reminders - Pop-up notifications to remind you of a Task, Meeting or Call assigned to you.
13. Recent Items - You can view a history of your recent activity, which allows for easy access to previous records you've interacted with.
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